UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
AMRZ
Amrize Ltd
AMRZ
|
+$766M |
| 2 |
Tesla
TSLA
|
+$470M |
| 3 |
Suncor Energy
SU
|
+$467M |
| 4 |
Accenture
ACN
|
+$413M |
| 5 |
Kenvue
KVUE
|
+$385M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 2 |
Apple
AAPL
|
+$1.35B |
| 3 |
UBS Group
UBS
|
+$1.06B |
| 4 |
NVIDIA
NVDA
|
+$827M |
| 5 |
Hewlett Packard
HPE
|
+$721M |
Sector Composition
| 1 | Technology | 22.13% |
| 2 | Financials | 11.57% |
| 3 | Industrials | 8.2% |
| 4 | Consumer Discretionary | 8.18% |
| 5 | Healthcare | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
VCRM
5951
Vanguard Core Tax-Exempt Bond ETF
VCRM
$461M
| $95.9K | ﹤0.01% |
+1,304
| New | +$95.9K |
|
5952
VCI Global
VCIG
$311M
| $95.9K | ﹤0.01% |
44,593
+42,407
| +1,940% | +$91.2K |
|
5953
NextTrip
NTRP
$28.4M
| $95.6K | ﹤0.01% |
27,244
+25,640
| +1,599% | +$90K |
|
5954
ProShares UltraShort Gold
GLL
$68.3M
| $95.3K | ﹤0.01% |
4,283
+4,258
| +17,032% | +$94.8K |
|
|
SEIS
5955
SEI Select Small Cap ETF
SEIS
$338M
| $95.3K | ﹤0.01% |
3,718
+1,190
| +47% | +$30.5K |
|
|
MOB
5956
Mobilicom
MOB
$66.6M
| $95.3K | ﹤0.01% |
37,802
-12,400
| -25% | -$31.2K |
|
5957
SoFi Next 500 ETF
SFYX
$27M
| $95K | ﹤0.01% |
6,369
+3,500
| +122% | +$52.2K |
|
|
AAM
5958
AA Mission Acquisition Corp
AAM
$462M
| $94.9K | ﹤0.01% |
+9,107
| New | +$94.9K |
|
5959
AMREP Corp
AXR
$149M
| $94.7K | ﹤0.01% |
4,525
+4,248
| +1,534% | +$88.9K |
|
|
BIOA
5960
BioAge Labs
BIOA
$187M
| $94.6K | ﹤0.01% |
22,912
+5,109
| +29% | +$21.1K |
|
5961
ProShares Global Listed Private Equity ETF
PEX
$14.7M
| $94.3K | ﹤0.01% |
+3,386
| New | +$94.3K |
|
|
DAO
5962
Youdao
DAO
$1.05B
| $94.1K | ﹤0.01% |
10,946
+6,685
| +157% | +$57.5K |
|
|
PDCC
5963
Pearl Diver Credit Company Inc.
PDCC
$116M
| $94.1K | ﹤0.01% |
5,232
+1,306
| +33% | +$23.5K |
|
5964
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
SIXJ
$170M
| $93.9K | ﹤0.01% |
2,933
-2,019
| -41% | -$64.6K |
|
5965
Investar Holding Corp
ISTR
$231M
| $93.8K | ﹤0.01% |
4,856
-1,108
| -19% | -$21.4K |
|
|
BTCM
5966
BIT Mining
BTCM
$51M
| $93.7K | ﹤0.01% |
45,696
+7,612
| +20% | +$15.6K |
|
5967
Rand Capital
RAND
$43.8M
| $93.6K | ﹤0.01% |
5,807
+1,515
| +35% | +$24.4K |
|
5968
Direxion Daily Electric and Autonomous Vehicles Bull 2X Shares
EVAV
$6.91M
| $93.4K | ﹤0.01% |
4,496
+3,971
| +756% | +$82.5K |
|
5969
FVCBankcorp
FVCB
$250M
| $93.3K | ﹤0.01% |
7,907
-539
| -6% | -$6.36K |
|
5970
Timberland Bancorp
TSBK
$282M
| $93.2K | ﹤0.01% |
2,988
-1,563
| -34% | -$48.8K |
|
5971
Invesco DB Precious Metals Fund
DBP
$208M
| $93.2K | ﹤0.01% |
1,240
+406
| +49% | +$30.5K |
|
5972
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$165M
| $93.1K | ﹤0.01% |
2,972
+2,190
| +280% | +$68.6K |
|
5973
STF Tactical Growth ETF
TUG
$207M
| $93K | ﹤0.01% |
2,567
+1,175
| +84% | +$42.6K |
|
5974
ETRACS MarketVector Business Development Companies Liquid Index ETN due Apr 26 2041
BDCZ
$19.1M
| $93K | ﹤0.01% |
5,040
-97
| -2% | -$1.79K |
|
5975
Empire State Realty Series ES
ESBA
$2.07B
| $92.8K | ﹤0.01% |
11,793
+8,211
| +229% | +$64.6K |
|